Invesco Contribution Manager (ICM)

It's fast, secure, simple, and always open!

ICM provides plan sponsors and administrators with the tools necessary to manage retirement plans more efficiently. ICM offers instant access to plan information and multiple online resources. In addition to allowing for plan contributions to be submitted online, ICM will provide access to recent contribution rosters. ICM also provides current bank account information, plan contact information, and company name.

Request Account Access

Existing plans at Invesco
Submit the ICM form to Invesco. Each authorized user will receive an email with their user name, password and additional instructions to get started.

Invesco Contribution Manager Form Invesco Contribution Manager Form

Group Information:

  • Group information, including
    • Group ID
    • Group Name
    • Group Sponsor E-mail
    • Number of Shareholders
    • Contribution Type

Group name, sponsor e-mail, secondary e-mail can be added or modified.

Company Information:

  • Company information, including
    • Company Name
    • Company Address
    • Company Phone
    • Company Fax
    • Group Sponsor Contact

All information can be edited through the ICM site.

Shareholder and Roster Functions:

  • Contribution processing
    • Contribution transmission with funding by automated clearing house (ACH) and check
    • Shareholder Allocation

Save, copy and edit payroll contribution files for subsequent manual processing

Invesco is launching the ICM website which will enable you to manage your plan’s contributions online through our secure website.

No, communication to your participants is not necessary. As the plan administrator, this tool will allow you to manage contributions online while the participants’ account experience will be unchanged.

No, the ICM website has no impact to the participant account experience, and participant notification is not necessary.

Your access to the ICM website will not change existing participant investments or contribution allocations. Please note that you will have the ability to change contribution allocation instructions through the ICM website.

The following contribution options are available for you when processing contributions in ICM:

Plan Type

Default Money Type

SIMPLE IRA

Salary Reduction

SARSEP IRA

Salary Reduction

SEP IRA

Employer

401(k)

Salary Reduction

Money Purchase Plan

Purchase

Profit Sharing Plan

Purchase

Traditional/Roth IRA

Purchase

NOTE:Money type coding elections will be based on existing participant allocations. For example, if your plan is a SIMPLE IRA and your participants only have existing allocations to Salary Reduction, then when you establish a new roster/payroll, this will be the only money type displayed. In order to have other eligible money types displayed in a new roster, participant allocations to each eligible money type must be added.

Complete the enclosed Invesco Contribution Manager Form and fax it to Invesco at 713-986-8918. It is important that you indicate the Group ID referenced at the top of the letter you received from Invesco in Section 1 of the form. When Invesco receives your completed form in good order, we will provide you with your ICM user ID and password via email. After receiving the new ICM user ID and temporary password from Invesco, the user will need to login to ICM within 7 calendar days to establish a new password.

In addition to allowing for plan contributions to be submitted online, ICM will provide access to recent contribution rosters. ICM also provides current bank account information, plan contact information, and company name. If you would like to add or update bank information to allow you to remit contributions online via ACH, you will need to submit the Invesco Contribution Manager Form with Section 4 (Bank Account Information for Contribution Funding) completed.

To access ICM visit www.Invesco.com/us. Choose the “Invesco Contribution Manager (ICM)” option from the “Quick Links” link and then select the “Invesco Contribution Manager.” Alternatively, you can save the following URL as a favorite:
https://Invescocontributionmanager.financialtrans.com/tf/FANPlan

ICM is intended for use by the employer/plan sponsor, plan administrator or third party administrator (TPA). An ICM user name will permit an individual to access plan and company information and a list of participants in the group, submit contributions via the internet, and modify future participant investment elections. ICM is not intended for participant use. Participants can continue to access their accounts online at www.Invesco.com/us.

ICM access should only be granted to third parties, including financial advisors, if they are functioning as the plan administrator for all accounts within the plan.

More than one authorized user per plan will be allowed access to ICM. Each user will have a unique user ID and password and are required to send the Invesco Contribution Manager form to gain initial access.

You can fund your contributions via Automated Clearing House (ACH) or check. If you intend to use ACH to fund future contributions, please note that the bank account must be a checking account. We are unable to utilize savings and/or money market accounts. If you would like to add or update bank information to allow you to remit contributions online via ACH, you will need to submit an Invesco Contribution Manager Form with Section 4 (Bank Account Information for Contribution Funding) completed.

If contributions are being remitted by check, the check must be received by Invesco before the contribution will be processed. Make sure to reference the Group ID and Confirm Number in the memo field of the check. For contributions remitted via check, the trade date will be the date Invesco receives the payment in good order.

If you’re submitting contribution by check use the following mailing addresses:

(Direct Mail)
Invesco Investment Services, Inc.
P.O. Box 219078
Kansas City, MO 64121-9078

(Overnight Mail)
Invesco Investment Services, Inc.
c/o DST Systems, Inc.
430 W. 7th Street
Kansas City, MO 64105-1407

Contributions submitted through ICM via ACH prior to 3:00 P.M. Central Time will receive the current day’s trade date. Contributions submitted via ACH after 3:00 P.M. Central Time will receive the next business day’s trade date. For check payments, the trade date will be the date that Invesco receives the check in good order.

Currently, ICM will allow a maximum of 10 Work-In-Progress rosters.

You are encouraged to use ICM, but current contribution remittance methods are still available for you. Contributions submitted directly to Invesco with a completed Retirement Plan Transmittal Form to one of the addresses referenced above will continue to be accepted. You may obtain a copy of the Retirement Plan Transmittal Form by visiting www.Invesco.com/us.

You will be able to see the shareholder to add to a roster once Invesco receives and processes the new account application for the participant. New account applications will be processed within 3 business days of receipt, and if you are still unable to see the participant, please contact an Invesco Client Services representative at 1-800-959-4246, Monday through Friday between the hours of 7:00 A.M. and 6:00 P.M. Central Time.